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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,297 | $142,409+38.5% | $119,634+64.9% | $134,545+46.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.29% | -12.46%-6.8pp | -14.98%-4.3pp | 418.37%-437.7pp |
| Employer contribution / active EE | $13,859 | $5,224+165.3% | $4,232+227.4% | $4,742+192.3% |
| Participant deferral / active EE | $12,200 | $6,468+88.6% | $5,601+117.8% | $6,401+90.6% |
| Admin fee / account holder | $3,562 | $13,594-73.8% | $10,329-65.5% | $11,431-68.8% |